Part 1: Waltz overview
Part 2: Open Source challenges / rewards
Waltz: an Enterprise Information System
Approx. 6 yrs old (started as pure OSS)
3-4 devs
incl. NWM
Transitioned to FINOS earlier this year
Several thousand users in DB
Gaining users in other financial institutions and other industries
Catalogue of the enterprise technical portfolio / landscape
Mapping current state and increasingly looking towards future state
Widely used by diverse set of users
Strict data model
Applications, Taxonomies, Data flows & Data types
Organisational Units, People, Change Initiatives & Roadmaps
Servers, Databases, Software & Licenses
As opposed to weaker schemas:
Entity / Attribute / Relationship
…but we do have some extension capabilities
Assessments
Metrics
Surveys
Notes
Dynamic groups based on traits
Ad hoc group creation
Automated groups
Basic flows
Taxonomies
Drawing flow diagrams
Embodies an open approach to enterprise architecture
Permissive
Better to have many eyes / crowd sourced data than to have a few guardians
Promote standardisation
Perhaps allow cross bank standards
Data architecture: lineage (BCBS), auth sources
(Regulatory) Compliance
GDPR, Records Management, Legal Holds
SDLC & KPI’s / KRI’s
Platform adoption, standard adherence
App rationalisation, function decomms, migrations, roadmaps
Open Source & the Enterprise
| Observations are mine, not those of my client |
Ensure CCLA’s in place
If you want people to adopt, shift to open dev
Use accessible issue trackers
Don’t want your project commit log to be 'just a bunch of stuff that happened'
Isolate any non OSS components (e.g. databases)
Test data is hard!
Need to be v. careful with commits
Extra review step for data leakage concerns
IP concerns extend to design docs and issue descriptions
Project pressures
Long term roadmap vs short term tactical needs of funding company
Stakeholders not always sympathetic to doing the 'right thing' for everyone
Lack of commercial support
Barrier to adoption by smaller orgs
Abundance of very good project support:
Building, Testing
Quality, Security
Usually extremely easy to onboard and use
FINOS offer support and guidance